Janney Montgomery Scott
CADE

Janney Montgomery Scott’s Cadence Bank CADE Stock Holding History

Janney Montgomery Scott’s Portfolio CADE Stock Details CADE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,598
Closed -$246K – 2646
2023
Q3 		$246K Buy
+11,598
New +$262K ﹤0.01% 2265

Other funds holding CADE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's CADE Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Cadence Bank (CADE) in Q4 2023, closing a stake of 11,598 shares — an estimated $246K sold.

Janney Montgomery Scott first reported a position in CADE in Q3 2023 and held it in 1 quarter. The position peaked at $246K in Q3 2023. 287 funds tracked by Wall St. Rank hold CADE as of Q4 2023.

  • Janney Montgomery Scott reported no remaining Cadence Bank position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 11,598 Cadence Bank shares in Q4 2023, an estimated $246K.
  • Janney Montgomery Scott first reported a position in Cadence Bank in Q3 2023 and held it in 1 quarter.
  • Janney Montgomery Scott's Cadence Bank position peaked at $246K in Q3 2023.
  • 287 funds tracked by Wall St. Rank held Cadence Bank as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.